JNBA Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-175
| Closed | -$11K | – | 534 |
|
|
2015
Q3 | $11K | Hold |
175
| – | – | ﹤0.01% | 346 |
|
|
2015
Q2 | $14K | Sell |
175
-20
| -10% | -$1.6K | 0.01% | 325 |
|
|
2015
Q1 | $16K | Hold |
195
| – | – | 0.01% | 316 |
|
|
2014
Q4 | $16K | Hold |
195
| – | – | 0.01% | 313 |
|
|
2014
Q3 | $17K | Hold |
195
| – | – | 0.01% | 305 |
|
|
2014
Q2 | $17K | Hold |
195
| – | – | 0.01% | 292 |
|
|
2014
Q1 | $16K | Hold |
195
| – | – | 0.01% | 278 |
|
|
2013
Q4 | $16K | Hold |
195
| – | – | 0.01% | 272 |
|
|
2013
Q3 | $14K | Buy |
+195
| New | +$14K | 0.01% | 280 |
|